client letters

[grandmabee]

has anyone had luck with making the client letter for the state combined letter show that it will be efiled instead of mailed.

I do combined letter and am ok with the wording for federal but the state show all the instructions for a mailed state not efiled state and I can't find where to delete and edit. Looked in manual and getting more confused with it. I guess I will be looking a video's tonight instead of taxes.

[JMovichEA]

Same problem here.

I had one today where the client owed the state and the combined letter insisted the state was being mailed instead of just the voucher/payment. The state options were grayed out unless the program options were not for combined Fed and State.

[grandmabee]

I just watched the video on client letter and under printing it shows a "other" where you check how you want the letter to stated will be efiled or has been efiled. Mine doesn't show the "other" to check like on video. Grrrr

[HaroldinGeorgia]

I have found this works:

Add the State 8453

Open Federal Letter; click on "Letter Options"

Click on "will be efiled"

Open State Letter

Open Federal Letter; it should then say "will be efiled" on both Federal and

State, if you have selected combined letter.

Hope this helps. Have seen this in other threads also.

[North Idaho Rich]

The work around posted earlier that works for me is to un-select combined federal and state letters in the federal letter options menu, go to the state letter and select the option you wish, usually "will be e-filed" and then go back to the federal letter and select combined letter and it shows what you selected for the state.

Seems like the only way to select options in the state letter.

A pain but your letter is correct.

[joanmcq]

I just check 'to be efiled' in the federal, then open the state letter. Less steps and it works.

[JMovichEA]

In this specific case, the client has a fed refund, but owes CA and opted for a paper check by mail. I cant get the state options to stick. Every time the fed and state letters are combined the instructions for state are for a paper filing. I dont have problems when both fed and state have refunds.

[joanmcq]

Separate letters? I haven't noticed this issue, but I don't think I've had this situation yet. Most of my returns are RDP returns and that requires separate letters anyways.